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Life Transition Binder Creation On-Line Course
1) Intro-Personal-Property
Intro Video (6:21)
Course Intro and Pacing Information
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Video 1A Personal (14:49)
Video 1B Property (3:51)
Questions and Feedback Section 1
2) Financial-Investment
Section 2 Overview
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Video 2A Financial (13:38)
Video 2B Investement (7:41)
Questions and Feedback Section 2
3) Insurance-Medical
Section 3 Overview
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Video 3A Insurance (6:07)
Video 3B Medical (4:37)
Questions and Feedback Section 3
4) Service Providers/Bill Payment/Other-Closing
Section 4 Overview
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Video 4A Services/Bill Payment (10:54)
Video 4B Other (7:23)
Additional Documents Summary
Bonus Information Summary
Conclusion
Questions and Feedback Section 4
5) Live Question and Answer Session
Information
Bonus: To Save you Money
Unclaimed Property/Money
Minimize Capital Gains when selling your home (2:19)
Bonus: To Keep you Healthy
File Of Life
LockBox
Emergency Contact and Health Information on Cell Phone
Bonus: Aging Issues
Important Information for Seniors
Executor of an Estate
The Conversation Project
What to do when a family member passes
End of Life Wishes
LifeLink Consulting Legal Documents
Privacy Policy; Terms and Conditions; Disclaimer
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Video 4B Other
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